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17 results found

  1. Report Templates - Livestock trading statement

    132 votes

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    submitted  ·  18 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Babs Bright commented  · 

    At present Xero is not user friendly for our farming clients

    Babs Bright supported this idea  · 

  2. Reports - Add quantity column to reports

    257 votes

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    23 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.

    There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.

    To highlight, quantity can be added within the following reports within Xero right now;

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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  3. NZ Tax - List view of all open Client Tax Returns

    30 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  4. NZ Tax - Ability to import settlor information to IR6

    36 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  5. NZ Tax - Ability to identify payment plan with IR

    32 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  6. NZ Tax - Correct amount when provisional tax unpaid & provisional date has passed

    61 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Babs Bright commented  · 

    I agree

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    Babs Bright commented  · 

    currently inaccurate recording per IRD

    Babs Bright supported this idea  · 

  7. NZ Tax - IR7 ability to have a group schedule for allocating income and tax credits to partners

    35 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  8. NZ Tax - Check of Overseas Income Jurisdiction codes to identify invalid country code

    71 votes

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    submitted  ·  10 comments  ·  Practice tools  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  9. Practice Manager - Highlight/banner for notes

    161 votes

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    14 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.

    Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.

    Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.

    We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.

    Babs Bright supported this idea  · 

  10. Practice Manager - Audit trail for client history

    326 votes

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    37 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

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    Babs Bright commented  · 

    important for identifying training areas and reduction of errors

    Babs Bright supported this idea  · 

  11. NZ Tax - Edit payment schedule on tax return

    40 votes

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    2 comments  ·  Practice tools » Tax preparation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, sorry we've not engaged here sooner. We want to share an update to provide some detail here.

    Currently, if no payment is made on the first provisional date, then the amount owing moves to the second provisional date. The payment schedule is optimised to show payments in the future and will not reflect missed payments - There are no plans to make a change to how the payment schedule works.

    On this basis, if you feel the schedule is incorrect we highly encourage you connect with our Xero Support team via Xero Central so we can take a closer look to investigate based on your specific case. Thanks

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    Babs Bright commented  · 

    need accuracy as per IRD expectation

    Babs Bright supported this idea  · 

  12. NZ Tax - Ability to calculate income tax for part year returns

    57 votes

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    8 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in being able to manage part year returns through Xero Tax for NZ. This isn't something we have in our plans at present.

    I can assure you our team are aware of the interest on this idea and if there's any progress we'll let you know through the idea here.

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    Babs Bright commented  · 

    Need to be able to give client accurate information as per IRD calculations

    Babs Bright supported this idea  · 

  13. New Zealand Tax - Summarised Consolidated Tax Position

    47 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Babs Bright commented  · 

    in house time saver and easy check for potential changes such as refund transfers

    Babs Bright supported this idea  · 

  14. NZ tax - Run an exportable report on outstanding & mismatched transfers/refunds

    53 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Babs Bright commented  · 

    can affect uomi interest calcs

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    Babs Bright commented  · 

    to save time and interruption to workflow

    Babs Bright supported this idea  · 

  15. NZ Tax - Tax Payments (Notices) generated for Working for Families

    48 votes

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    submitted  ·  7 comments  ·  Practice tools  ·  Admin →
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    Babs Bright commented  · 

    Client needs to see what and how their claim is calculated

    Babs Bright supported this idea  · 

  16. NZ Tax - Improved tracking and matching of Transfers in Tax Statements

    52 votes

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    6 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for supporting this idea, everyone.

    While we know this isn't a perfect solution, the current workaround is to manually track these transfers and we have some help on doing this within Xero Central.

    While we understand the desire for improvements to this process, we want to be upfront that this isn't in our current roadmap.

    As you may have heard from our recent Xerocon announcements there are lots of exciting improvements coming within the Practice space over the coming months that we our teams are developing for.

    While we will move the idea to Not in pipeline, should there be any change around this we will be sure to share with you here.

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    Babs Bright commented  · 

    This has an affect of UOMI interest at times

    Babs Bright supported this idea  · 

  17. Practice tools | Tax Statements & Payments - Indicator for roll forward notes

    56 votes

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    submitted  ·  4 comments  ·  Practice tools » Tax preparation  ·  Admin →
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    Babs Bright commented  · 

    need to be able to track adjustments & changes

    Babs Bright supported this idea  ·